Director of Finance and Operations

DIRECTOR OF FINANCE AND OPERATIONS

The company is an established, Holland, MI-based, single-family office serving a multi-generational family. The family office encompasses complex entity structures, investment assets and tax strategies. The organization supports family, as well as philanthropic, legacy for future generations. This leader will be an advocate of the family in all matters and a representative of the family with all internal and external constituencies. The Director of Finance and Operations is a senior leadership role that sits at the intersection of finance, tax, investments, technology, and operations – ensuring information flows accurately, risk are managed proactively, and the office operates with institutional rigor while maintaining a high-touch, service-oriented culture. In addition to developing, managing, and mentoring staff, this role serves as the senior relationship manager for the family, along with family branches, developing trusted relationships with family members and coordinating the delivery of comprehensive family office services. Reporting directly to the CEO of the family board, this is a supervisory position overseeing an Investment Officer and a Senior Accountant.

CORE RESPONSIBILITIES

Financial Management & Tax Serve as a strategic leader of tax planning, estate and gift strategies, budgeting, and cash flow management for individuals, trusts and entities, in collaboration with external advisors Coordinate income tax compliance for individuals, trusts, partnerships, and related entities in partnership with internal team members and external tax advisors/preparers Manage timelines, information flow, and review processes for returns, estimates, extensions, and payments Translate complex tax concepts into clear, actionable implications for internal stakeholders Investment Operations & Reporting Oversee investment transactions and operations across public and private assets and life insurance Partner with the Investment Officer to maintain and enhance investment policies and consolidated investment reporting Ensure timely, accurate, and decision-useful performance, allocation, liquidity, and cash flow reporting Execute capital calls, distributions, and ensure reconciliation with custodians, managers, administrators Support investment and liquidity planning with scenario analysis and forward-looking insights Technology Integration & Data Infrastructure Own the office technology ecosystem across accounting, investment reporting, document management, and AI tools Evaluate and optimize systems to improve data integrity, efficiency, and transparency Ensure reliable data architecture, reporting automation, and strong controls Serve as a key liaison with software vendors and technology consultants Family Relationship Management Serve as the senior relationship manager for family branches, building trusted, long-term relationships across generations Develop a deep understanding of each family member’s goals, priorities, circumstances, and service needs Proactively coordinate and oversee the delivery of family office services by fostering an environment of respect, transparency, integrity, and teamwork Assist with development of next generation in areas of financial literacy/planning, investment acumen, philanthropic investment Compliance, Risk Management & Controls Oversee financial, operational, and information-security controls to mitigate risk and ensure best practices Coordinate insurance, risk assessments, and compliance activities across entities in partnership with staff Operations-Related Project Management Lead and execute cross-functional operational projects, including process improvements, system implementations, and workflow redesign Leverage technology to proactively optimize the family office functions

KEY QUALIFICATIONS

Who You Are Systems-oriented and detail-driven while retaining a big-picture perspective Curious learner who is pragmatic and solutions-focused Clear communicator who can translate information into practical insights In-person, hands-on, self-starting leader who takes ownership and follows through Confident - yet humble, service-minded professional who values partnership, trust, and long-term stewardship Trusted partner and advisor who builds credibility through responsiveness, reliability, sound judgment, and common sense Naturally relationship-oriented and genuinely enjoys serving and supporting families over the long term Exceptional listener who seeks to understand priorities before offering solutions Diplomatic and emotionally intelligent when navigating sensitive discussions and competing viewpoints Proactive communicator who anticipates need and keeps stakeholders informed Strong operator who fosters a family and staff environment of respect, transparency, integrity, and teamwork Education and Skills 15+ years of progressive experience in finance, tax and/or legal, ideally in family office/private wealth environments Bachelor’s degree in Accounting, Finance, or related field; graduate degree or certificates a plus, CPA license preferred Demonstrated experience managing high-net-worth client relationships Experience coordinating across multidisciplinary advisor teams, including legal, tax, investment, insurance, and banking professionals Strong understanding of investment operations across multiple asset classes and entity structures High level of comfort with financial systems, reporting platforms, and technology integration Understanding of partnership accounting and trust management Exceptional organizational skills with the ability to manage multiple workstreams simultaneously Proven judgment, integrity, and discretion with confidential and sensitive matters Ability to communicate complex financial concepts to non-technical audiences